Client Service Associate
$50k - $60kBeloForm Craft
Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently, and ensuring a seamless client experience. The ideal candidate is a problem-solver with a strong work ethic and excellent communication skills. Responsibilities Provide responsive, professional service to existing and prospective clients Answer client inquiries via phone, email, or in-person and ensure timely follow-up Maintain accurate client records and documentation Collaborate with internal departments to coordinate client requests Identify client needs and communicate solutions clearly Track service issues and escalate when necessary Support onboarding and orientation for new clients Maintain a high level of product knowledge to better serve client needs Qualifications High school diploma or equivalent (Bachelor's degree preferred) 1–3 years of experience in client services, administration, or related field Strong interpersonal and communication skills Excellent organizational and time management abilities Ability to handle multiple priorities with accuracy and attention to detail Professional demeanor and customer-first attitude Proficiency in Microsoft Office Suite and general computer systems Benefits Competitive salary ($50,000 - $60,000 per year) Growth and advancement opportunities within the company Ongoing training and skill development Supportive and team-oriented work environment Paid time off and holidays Health, dental, and vision insurance options BeloForm Craft
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
$50k - $60k
...and verbal communication Job Description Job Description Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent...SuggestedWork at office- Citi is hiring a Licensed Client Service Associate in Fountain Valley, California, to deliver wealth management services with guidance from Banker teams. The role requires thoughtful risk assessment, adherence to laws and Citi policy, and clear communication in a client...Suggested
- Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base. Candidates should...SuggestedFull time
- ...DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help... ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests...SuggestedWork experience placementWork at office
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal area$68.6k - $97.4k
...advisory, financial planning, and related services to individuals, families, businesses,... ...Sunflower Bank, we are committed to helping clients achieve their financial goals through a... ...to fill the full-time Client Service Associate position at our Irvine, CA Location....Full timeWork at officeFlexible hoursNight shift$64.1k - $88.1k
...Job Title Registered Client Service Associate Company Overview We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$25 per hour
...Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull timeWork at officeMonday to Friday- ...HUB SERVICE TEAM OPPORTUNITY In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected... ...advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America...Local areaFlexible hours
- Bank of America Merrill Wealth Management in Newport Beach seeks a Client Service Associate to support multiple Financial Advisors. You will act as the primary client contact, guiding service needs and ensuring timely, accurate materials. You will educate clients on bank...
$65k - $85k
...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...Full timeInternshipMonday to FridayFlexible hours$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Temporary workWork experience placementLocal area$25 per hour
Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull time- ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...Work at office
$23 - $26 per hour
...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...The primary focus of a Client Service Associate I is to provide excellent follow-through...Temporary workSecond jobWork at officeLocal areaMonday to FridayFlexible hours$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests...Work experience placementWork at office
$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA....Local area- ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure...Work experience placementWork at officeLocal areaShift work
- At JPMorganChase in La Habra, the Private Client Investment Associate provides client service and operational marketing support to Private Client Advisors. Responsibilities include managing accounts, client relationships, risk management, compliance, and fostering team...
$22.68 per hour
...8 / Hour Employee Type FT Non-Exempt Description Overview Client Support Associate will drive between Scattered Site Bridge Housingsites to monitor... ...for guests. They will provide general support and customer service for bridge housing guests including coordinating check-in,...Flexible hoursNight shift- ...Business & Real Estate Litigation Attorney Our client is a well-established mid-sized Orange County law firm with more than four... ...counsel while maintaining the collaborative culture and client service of a boutique practice. Its core practice areas include business...Contract work
$16.9 - $19.5 per hour
...Service Associate Garden Grove: Euclid St /Katella Ave EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness...Daily paidFull timePart timeFlexible hoursWeekend workAfternoon shift$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Wealth Management Client Associate Irvine, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment...
$85k - $146k
...Position Overview Job Title Structured Credit Services - CLO Specialist Corporate Title Assistant Vice President Location... ...treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise...Full timeWork from home$130k - $210k
...Opportunity Join a respected litigation team with deep roots in Orange County and a long-standing reputation for high-quality client service Build your construction defect practice with hands‑on case responsibility and direct exposure to meaningful litigation work Work...Full timeRemote work$20 - $24.5 per hour
...Client Service Representative We are seeking an experienced Client Service Representative to join our team at VCA West Coast Specialty... ...all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise...
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